Several years ago, Greg Pearce’s name was given to us by a friend who knew my wife and I were in the market for an objective evaluation of our financial situation as we approached retirement. His detailed analysis and recommendations were much appreciated and acted upon. We were – and still are – impressed by his wide knowledge of investment, insurance, tax and estate planning strategies which, taken together, has given us a huge level of confidence that we’re on the right track. Throughout the course of our relationship, Greg has demonstrated nothing but professionalism and a keen understanding of our goals and practical realities that has become the realistic blueprint guiding us towards a comfortable retirement. We recommend Greg and Rockcliffe without the slightest hesitation.
John O., Ottawa
As small business owners, we realized that our corporate finances required a structure that was beyond our level of knowledge and expertise. Rockcliffe Wealth Advisors worked closely with us to determine our requirements and provided valuable strategic solutions. Our business plan reflects our desire to protect our family business income, optimize our corporate savings and execute a retirement plan that is achievable. The advisors are highly professional, knowledgeable and explained the options clearly despite the complexities.
Rob D., Ottawa
A trusted advisor referred my wife and I to George Piper over twenty years ago.
George and his firm, Rockcliffe Wealth Advisors, have earned our trust through their extensive knowledge of financial services industry products; the skillful development of a customized long-term financial plan; and the professional approach and commitment to continuous investor education throughout the execution of the plan. As a trusted partner, George has played an important role in the achievement of our early retirement goals. Having reached this major milestone we now look forward to continued guidance and support from George and Rockcliffe Wealth Advisors for many years to come.
Choosing a good financial advisor is a matter of trust.
Reinhard P., Ottawa
George has been my financial advisor for the past twenty-two years. As a result of my experience with him during that time, it is my pleasure to provide this letter of recommendation regarding his professional services.
George has always been attentive to my financial goals, building a financial portfolio to meet them while respecting my personal risk tolerance. He continually upgrades his knowledge in the industry, keeping himself current with different financial options and vehicles. This enables him to provide indispensable, practical financial advice. George always conducts himself in a most professional manner, displaying tact and sensitivity along with infinite patience and humour.
Most importantly, I have learned that I can trust George to build a portfolio that will work for me and my family. I highly recommend him as a financial advisor, without reservation.
Marion R., Ottawa
Contact us to schedule a free one hour consultation with a Retirement Income Planner to find out more about Rockcliffe’s Retirement Income Optimizer™ (RIO)